Eden Research Share Discussion Threads

[supersonico] 17/10/2018 11:46

Interesting Figures Investing.

1.6 Dogs per household..that's higher than I would have guessed.

[investingisatrickygame] 17/10/2018 10:56

hxxps://www.avma.org/KB/Resources/Statistics/Pages/Market-research-statistics-US-pet-ownership.aspx

And we/Bayer launch 4 new products this year!!!

[supersonico] 17/10/2018 09:32

Investing,

I don't believe so..

Mevalone would be the way to go imo especially as 'Anecdotal comment from distributors is that 3AEY is great for almost all plants' (Ihardy @ MW)

[investingisatrickygame] 17/10/2018 09:27

Could that be a co-encapsulation target with Eden's Sustaine™ and active ingredients?!

Is Sipcam going to announce successful co -encapsulation to enable that to happen?!

Eastman could already be a bigger commercial partner than out strategic partner, save any global Sustaine™ rollout by Sipcam.

[supersonico] 17/10/2018 08:14

Eastman's Thiram Fungicide Phase out....Who will get the US Mevalone licence?

March 2018..Sean Smith Re USA Mevalone distributor .. "were in discussions with somebody at the moment and we're very far along in that process" .



Further to the vote on 12 July 2018 by the Appeal Committee on the non-renewal of the approval of the fungicide thiram, on 9 October 2018 the European Commission adopted the corresponding official act: Commission Implementing Regulation (EU) [2018/1500] of 9 October 2018 concerning the non-renewal of approval of active substance thiram.

Besides, taking into account the risk identified for birds and wild mammals from treated seeds, the placing on the market and the use of seeds treated with thiram will be prohibited. The prohibition will apply as of 31 January 2020 in order to allow for a sufficient period of transition for the seed supply chain taking into account the limited availability of seeds that are not treated with products containing thiram.

Member States was requested to withdraw authorisations for plant protection products containing thiram as active substance by 30 January 2019 at the latest.

Grace period will, at the latest, expire on 30 April 2019 for products used for foliar application and on 30 January 2020 for other products, including those used for seed treatment.

The extended expiry date of thiram to 30 April 2019 aims at allowing the renewal process to be completed before the expiry of the approval of that substance. However, given that a decision is taken ahead of that extended expiry date, this Regulation will apply as soon as possible.

This act was published on 10 October 2018 in the European Union Official Journal. The Commission Implementing Regulation will enter into force 20 days after the publication in the Official Journal of the European Union.

The U.S. company Eastman comments on this decision that: “We still believe in the science supporting the safe use of thiram for its intended uses under good agricultural practices. Therefore, Eastman will now consider all of the options to maintain the availability of thiram for the farmers.”

[supersonico] 17/10/2018 07:59

Exhibitors;

[supersonico] 17/10/2018 07:00

From what I can tell it looks like neither Eden or Sipcam have a stand.

[investingisatrickygame] 16/10/2018 20:39

Super,

Terrific find. For sure we're on Bayer's radar, something asked if our Chairman at the 2018 AGM.

Surely, Eden is in the frame to be a Bayer partner, if not more!!!!!!

I wonder if Eden is going?

[supersonico] 16/10/2018 18:06

Bayer Seeking Biologicals Partnerships



Bayer says it is seeking partners as it looks to increase its presence in the biologicals market. The company is presenting at next week’s ABIM conference in Basel, Switzerland.

According to a company statement:

An important goal for Bayer is to find the right partners to further expand the biologicals market together. “This market has enormous growth potential but is still highly fragmented’, says Karl Muenks, Segment Manager Biologicals at Bayer. We are therefore open to foster partnerships with manufacturers of biologicals in order to be able to offer farmers more efficient integrated solutions tailored to their needs. All together, we will be helping growers to meet the current and future requirements of the various players in the food chain.”

Bayer will have a booth at the fair and present its product portfolio, for example Serenade™ or BioAct™, as well as its Food Chain Partnership initiative. The initiative brings together farmers, processors and retailers to work together on integrated solutions to ensure the sustainable and transparent production of high-quality food. “Only through better cooperation with leading experts in private and public research institutions and with many other partners can we jointly strengthen a sustainable food system throughout the food chain,” says Muenks. “The future of our fields and greenhouses will be even more shaped by integrated agronomic solutions, and biologicals are an important part of this.”

[supersonico] 16/10/2018 08:11

Investing.

It's interesting from the parallel delay perspective and only adds to the my incongruence theory.

TT and Bayer (North America) were/ are still delayed in sync but Companion Animal Products EU who's regulatory progress one would expect to be running along side it's North American cousin has not been reported on by Eden for three years at least since Bayer became only North American.

Since Jan 2013 when Bayer take over Teva the EU progress of Companion Animal products have not been mentioned at all.

What is happening? Why are we not being told about this?

What does the silence about this tell us about how far progressed the other Pipeline Verticals might be and will the Jan 2019 Commercial launch be a big launch for all of the so far disclosed but unappropriated pipeline products..?

'In a statement to be delivered to today’s annual general meeting, van der Broek said the AIM-listed company - that develops and supplies breakthrough biopesticide products - will, in short order, see crop protection, animal health and consumer products on the market'.

6 Years ago;

When looking at the Historic reporting from the 2013 Preliminary Results and what sits on the Eden 'pipeline' list I can't help but think they are all Ducks in Lykeles Jan 2019 'Sustaine' Commercial Launch pond...Drum roll...

'Eden is continuing discussions with various parties to license the rights for Spider Mites and Whitefly, the rights for which are currently available worldwide, excluding a small number of territories already covered in existing licences'.

[supersonico] 15/10/2018 17:02

Parallel incongruent Universe;

2015..in the coming months got us to 2016
2016..in the coming months got us to 2017
2017..in the coming months got us to 2018
2018..in the coming months got us to June 2018
June 2018..in short order/ Shelf life got us to Sept 2018
Sept 2018..New school year..gets us to Jan 2019.
Jan 2019..Sustaine Brand and multi product Launch.

All guesses all the Time

[investingisatrickygame] 15/10/2018 14:22

Iprodione hxxp://www.agchemaccess.com/Iprodione

From today's RNS

"Australia and New Zealand are both major producers of grapes and wine, with Australia being included in the world's top ten. The need for an effective product for the treatment of botrytis is well-known in both countries and is even more important after the removal of iprodione for sale in Europe. As much of Australia's wine is exported, the Australian Wine Research Institute (AWRI) has stated that products containing the active constituent iprodione are no longer recommended for use on Australian grapes destined for export."

Will Sipcam position Novellus (why not just one global product name!) as a replacement solution for Iprodione formulations on wine and other fruit and veg?

Where does Australia sit in wine production

hxxps://italianwinecentral.com/top-fifteen-wine-producing-countries/

Number 5 globally, 13,700 million hectolitres, nearly all export.

How many bottles is that?!

[investingisatrickygame] 15/10/2018 13:37

That diagram (thank you) shows the end result being "approval or registration granted", in other words one of the same.

The Eden RNS separates the two. So what does "The Product, which is currently sold in Europe and Africa, will be marketed by Sipcam in Australia and New Zealand under the trade name "Novellus" following receipt of the requisite approvals"

mean?

The approvals have been granted and received! What approvals and by whom and where if anywhere in that flow diagram provided do they sit?

[northwick] 15/10/2018 12:49

Thank you for your post.Made my life a bit easier.

[investingisatrickygame] 15/10/2018 12:29

What does "requisite approvals" mean when registration is for the approval to sell in Australia and New Zealand?

[supersonico] 15/10/2018 10:31

Only the whiff of short order Cash prizes / concentrate selling etc will shift this.

With the seller still around I don't expect too many will take the MM's bait only to see it drop back..especially with Eden's extremely poor record of elastic news delivery.
…………………………………………………………………………..



Eastman Chemical Co.@EastmanChemCo Oct 12

We're honored that one of our crop protection innovations, Cedroz, is a finalist for the @Agrow_News #AgrowAwards18

[investingisatrickygame] 15/10/2018 09:43

Anyone getting a sense of Deja Vu!!!

COME ON EDEN, do an RNS properly! No ones buying shares on that announcement.

From my post number 4660 of the 12th October.

"So the TT deal is out, no more issues around the validity of TT, UK is good to go and the EU to follow very soon. I'm pretty sure the company has said it in the past it will go to the US as well and yet, our share price is marginally better.

Why?

Well as Attyg would say, things are still opaque. Here is a moment of change and all we have is the obligatory RNS. Not one of choice, but one that you have to do. There are many more RNS's due this calendar year and the Company cannot allow the response to be the same; so mild, so uninspiring to the investment community.

Eden needs to emphasize to the market the importance of reaching this milestone and add some colour to the RNS so that everyone, those invested and not yet invested, but whom we would like to invest, understand what has been achieved and what it means to the Company."

[attyg] 15/10/2018 09:17

Much less than they were before, ha ha.
No seriously, this has the potential to be a great investment.
Things should become dramatically clearer by early Jan when we might reasonably expect all the things investingisatrickygame has highlighted as due by 31 Dec plus a trading update on how the year turned out.

I expect 4 proper revenue streams next year generating a very useful profit.

[brucie5] 15/10/2018 09:06

Jim Rogers, a perma bear on American debt and the West, was talking about agriculture as conspicuous 'left behind', in everything from the age of farmers, interest in the sector, to the importance of what they do. It got me to asking myself how one might invest in progressive agriculture with a global footprint.

And here we are. Possibly?

But given that this is an AIM company with a history of serial disappointment, what are the risks?

[attyg] 15/10/2018 08:45

We can expect more:

Sean Smith, Chief Executive Officer of Eden, said: "...We anticipate the further expansion of our relationship with Sipcam in due course as our collaboration continues under the various agreements signed last year."

Indeed, I am expecting more, and more with licence fees being paid before the year end.